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Axonic Insights: Erik Nygaard

Axonic Insights: Erik Nygaard

Axonic's investment decisions and thematic views reflect the judgment of the professionals behind them – each bringing a distinct approach as well as deep expertise in a specific part of the market. Axonic Insights is launching a regular Q&A series exploring the...

Axonic Insights: Don’t Fight the TED

Axonic Insights: Don’t Fight the TED

September 28, 2026 Key takeaways Treasury is supplanting the Fed as the bond market’s current active interventionist. Treasury appears unwilling to allow yields to fully reflect fundamental inflation or growth inputs (i.e. - note and bond yields would be higher). We...

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